Institutional Ownership Schwab Strategic Tr Us Dividen (SCHD)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Dividen (SCHD). We have compiled data on the 1,861 institutions that hold shares in the stock, with a total of 518 Million shares, which have been reported (via 13F filing form) to have a value of $14.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
71,372
shares
|
$1.97 Million
0.02% of portfolio
|
Q4 2024
Added 432.75%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
71,341
shares
|
$1.97 Million
0.09% of portfolio
|
Q4 2024
Added 212.75%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
71,141
shares
|
$1.96 Million
3.0% of portfolio
|
Q3 2024
Added 12.75%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
70,945
shares
|
$1.96 Million
0.05% of portfolio
|
Q4 2024
Added 487.0%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Nov 13, 2024 Q3 2024 |
70,844
shares
|
$1.95 Million
1.55% of portfolio
|
Q3 2024
Added 4.38%
|
|
|
Towercrest Capital Management
Newtown, PA |
Nov 12, 2024 Q3 2024 |
70,844
shares
|
$1.95 Million
0.95% of portfolio
|
Q3 2024
Added 4.38%
|
|
|
Miramar Capital, LLC
|
Feb 07, 2025 Q4 2024 |
70,386
shares
|
$1.94 Million
0.47% of portfolio
|
Q4 2024
Added 666.15%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jan 22, 2025 Q4 2024 |
70,266
shares
|
$1.94 Million
1.76% of portfolio
|
Q4 2024
New holding
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Feb 03, 2025 Q4 2024 |
70,101
shares
|
$1.93 Million
1.56% of portfolio
|
Q4 2024
Added 202.66%
|
|
|
Davidson Trust CO
|
Jan 31, 2025 Q4 2024 |
70,028
shares
|
$1.93 Million
0.99% of portfolio
|
Q4 2024
Added 212.08%
|
|
|
Smithbridge Asset Management Inc
|
Oct 24, 2024 Q3 2024 |
69,665
shares
|
$1.92 Million
1.03% of portfolio
|
Q3 2024
Reduced 3.62%
|
|
|
West Oak Capital, LLC
|
Jan 13, 2025 Q4 2024 |
69,630
shares
|
$1.92 Million
0.67% of portfolio
|
Q4 2024
Added 28.18%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
69,458
shares
|
$1.91 Million
0.05% of portfolio
|
Q4 2024
Added 217.54%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
69,427
shares
|
$1.91 Million
0.39% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
69,210
shares
|
$1.91 Million
0.2% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
69,065
shares
|
$1.9 Million
5.49% of portfolio
|
Q3 2023
Reduced 2.84%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
68,558
shares
|
$1.89 Million
0.14% of portfolio
|
Q4 2024
Reduced 29.14%
|
|
|
Janney Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
68,194
shares
|
$1.88 Million
0.12% of portfolio
|
Q4 2024
Added 186.55%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
68,169
shares
|
$1.88 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
68,165
shares
|
$1.88 Million
0.18% of portfolio
|
Q4 2024
Added 195.8%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Feb 05, 2025 Q4 2024 |
67,774
shares
|
$1.87 Million
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Life Steps Financial, Inc.
|
Feb 03, 2025 Q4 2024 |
67,403
shares
|
$1.86 Million
1.42% of portfolio
|
Q4 2024
Added 218.33%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Jan 29, 2025 Q4 2024 |
66,859
shares
|
$1.84 Million
0.45% of portfolio
|
Q4 2024
Added 189.06%
|
|
|
Safeguard Financial, LLC
|
Jan 14, 2025 Q4 2024 |
66,756
shares
|
$1.84 Million
0.4% of portfolio
|
Q4 2024
Added 242.04%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Feb 04, 2025 Q4 2024 |
66,731
shares
|
$1.84 Million
0.75% of portfolio
|
Q4 2024
Added 167.69%
|